Mark T. Arra

EPIC WEALTH MANAGEMENT

Norman, OK

Some features on this profile are disabled

CRD#: 4258404

Professional summary

Mark Timothy Arra is a registered financial advisor currently at EPIC WEALTH MANAGEMENT, LLC located in Norman, Oklahoma.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mark T Arra, CPA~'NIR'~316 Tampico Street~Irving~TX~75062~Tax Preparation/Accounting~Owner/Sole Proprietor~11/22/2002~10hrs~0hrs~tax return preparation|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Timothy Arra's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 25, 2021 - Present

EPIC WEALTH MANAGEMENT, LLC

RIA

CRD#: 297643

Norman, OK

Past

June 29, 2005 - January 29, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

NORMAN, OK

Past

September 23, 2002 - January 29, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

NORMAN, OK

Past

May 2, 2001 - December 21, 2001

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

December 18, 2000 - May 9, 2001

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EPIC WEALTH MANAGEMENT, LLC

EPIC WEALTH MANAGEMENT | EPIC WEALTH MANAGEMENT, LLC

CRD#: 297643 / SEC#: 801-113589

RIA

Registered Investment Advisory firm - (7/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(1/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/28/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/15/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/15/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EPIC WEALTH MANAGEMENT, LLC

EPIC WEALTH MANAGEMENT | EPIC WEALTH MANAGEMENT, LLC

CRD#: 297643 / SEC#: 801-113589

RIA

Registered Investment Advisory firm - (7/12/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7406 N Classen Blvd, Oklahoma City, OK 73116

Mailing Address

Phone number

(405) 257-0301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE - JULY 2025 (7/8/2025)

ADV PART 2A - JULY 2025 (7/8/2025)

Regulatory assets under management

Total Number of Accounts	389
AUM (Assets Under Management)	$ 112,286,504

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark T. Arra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Timothy Arra's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

MML INVESTORS SERVICES, LLC

WMA SECURITIES, INC.

Primary Firm SEC Registration

EPIC WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2005

Series 63

Date: 5/15/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2001

Series 6

Date: 12/15/2000

Current Firm

EPIC WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EPIC WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors